Wealth Management Intern- Summer 2025

Description

We are seeking a Summer Wealth Management Intern for our fee-based financial planning and wealth management division with locations across Virginia and Maryland. PBMares Wealth Management is a full-service provider specializing in customized investment management and financial planning for high net worth individuals, retirement plans, not-for-profit organizations, endowments, corporations and institutions. This intern will learn the basics of working for an RIA under the tutelage of Certified Financial Planners in our Fredericksburg, VA office.

• Creating investment portfolio presentations; work on Investment Policy Statements
• Learning to use the portfolio management system for clients’ investment accounts; track performance, evaluate for rebalancing; suggest rebalancing strategies
• Data entry and analysis into financial planning or investment management software
• Managing the paperless office system (i.e., scanning, shredding, appropriate handling)
• Learning to use the client data management system for updating client accounts
• Other responsibilities (i.e., Excel, research, tax planning, cost basis research, mutual fund analysis, investment research, compliance, firm performance metrics, software research, etc.)
  
  
  

Position Requirements

• Must be a Junior, Senior, or recent graduate with a Finance major or related degree
• GPA of 3.0 or higher
• Excellent verbal and written communication skills
• Proficiency in MS Office Suite
• Reliable transportation for social events and client visits
• Availability to work 25-30 hour per week from early June through mid-August
  
  
  

About the Organization Your future, our focus! If you're looking to join a firm that is as committed to you as we are to our clients, keep reading! At PBMares you'll find great people, challenging work, rewarding opportunities and a culture that embraces integrity, creativity, and teamwork. We're a perennial top-100 firm according to Inside Public Accounting and Accounting Today recently named us one of the fastest growing firms overall. Continuous learning, work-life balance, and challenging opportunities are just a start. We're over 300 strong in 12 offices across Virginia, Maryland, and North Carolina and we are looking for new teammates.

EOE Statement Our Firm’s policy is to provide equal opportunity for employment to all individuals regardless of their race, color, religion, sex, national origin, age, genetic information, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by federal, state, or local laws.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

This contractor and subcontractor shall abide by the requirements of 41 CFR 60-741.5(a). This regulation prohibits discrimination against qualified individuals on the basis of disability, and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified individuals with disabilities.

Must be authorized to work in the United States permanently without the requirements of sponsorship at any point in the future.